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At Plansight, great software is only half of the story. The other half comes from the relationship we build with you: helping you work smarter, stay ahead of your clients, and grow your business with confidence. While many platforms focus on a “one size fits all” setup, our process is built around one idea: brokers think in terms of clients and deadlines, not software features. By integrating our team into your actual renewal cycles from day one, we eliminate the administrative drag of traditional implementation. This shift allows your team to move from reactive manual tasks to a proactive strategy, delivering faster service and stronger client communication.
From the moment your contract is signed, a dedicated Onboarding Consultant (OC) is assigned to get you running on real client work quickly. We skip the generic demo accounts and focus on your actual book of business because we know why teams love using Plansight: it solves real-world problems from the start.
The Kickoff Call
A 30-minute call with your Sales Executive, OC, and designated Champion sets the tone. We cover provisioning, team training, and what success looks like. This session is designed to be energizing, not clinical. For our Mid-Market and Enterprise clients, your Account Manager also joins here to ensure a seamless long-term strategy.
Phase 1: Provisioning (3 to 5 Business Days)
Before your team ever logs in, your OC works with your Champion to configure everything: instance setup, client upload, branded presentation templates, carrier distribution rules, and user permissions. By the time your team shows up, Plansight is ready to run a real renewal.
Phase 2: Guided Working Sessions
Your OC joins your team via Zoom to run actual client renewals inside Plansight. There are no feature walkthroughs here, only real results. Your first session opens with a finished, branded client presentation built during Phase 1. The OC demonstrates end-to-end, then hands control to your team. Each session covers the full renewal lifecycle:
Onboarding is complete when your team is running renewals independently, not just when a checklist is finished. SMB clients stay with their OC as their primary contact; Mid-Market and Enterprise clients transition to their Account Manager.
Your CS team actively works with you to make sure you’re using the right tools, in the right way, for your specific book of business. This isn’t just about adoption; it’s about getting real time back in your day.
Configured Around Your Workflow
Carrier distribution rules, branded templates, and plan data are all structured to match how your team already works. As you grow, your CS team adjusts alongside you.
Where the Time Savings Come From
The best support is the kind you don’t have to ask for. At Plansight, that means help built directly into the product, available the moment you need it, wherever you’re working.
Plansight Hubs
Every page in Plansight has a Hub: a sliding panel that surfaces training content specific to where you are in the platform. As you navigate, the Hub updates automatically with articles, short videos, and interactive guided tours. New users also get access to the Launchpad, a structured guided experience that walks through Plansight’s core concepts from day one.
1:1 Human Connection
While Hubs handle self-serve support, your CS team handles the human side. This includes live onboarding sessions, a 30-day follow-up, quarterly deep-dives into advanced features, and hands-on walkthroughs whenever a major new capability launches.
Innovation is a core value at Plansight. We remain humble, curious, and open to new ideas. That’s reflected in how seriously we take what you tell us. Many of the most meaningful updates in Plansight were directly inspired by brokers.
Closing the Loop
Your input doesn’t disappear into an inbox; it connects directly to what gets built.
Your Customer Success team is your guide, advocate, and partner throughout your entire journey with Plansight. By adopting a platform built for real-time collaboration and seamless workflow, you are establishing a new, higher standard for efficiency and client service. We’re excited to work with you.
If you haven’t seen Plansight in action and you want to, book a discovery call with us.
At the end of the day, Plansight is more than just software. It is a partner built with brokerages and their benefits teams in mind. Plansight is the only end-to-end benefits marketing platform that uses AI and automation to ensure every renewal and RFP is consistent, accurate, and fast.
From SmartSheetingAI™ to RFP automation to side-by-side comparisons to the intelligence of PlansightAI, everything we create is designed to lighten the load, reduce risk, and elevate your client relationships. Your team is your greatest asset, and Plansight is here to make sure they have the tools, insights, and support to shine.
Plansight works alongside leading General Agencies to help brokers move faster, stay compliant, and deliver a better client experience. You can explore our trusted GA partners here.
For brokers, Plansight transforms a manual, time-consuming RFP process into one that is faster, more efficient, and more profitable, without sacrificing accuracy or control.
